VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

732 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
11.58%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$355M
2
Creative Planning
Creative Planning
Kansas
$668M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$189M
4
DY
Dowling & Yahnke
California
$152M
5
Jane Street
Jane Street
New York
$197M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.14B
2
CSIA
Charles Schwab Investment Advisory
California
$962M
3
ACA
Ackerman Capital Advisors
Texas
$4.87M
4
LP
LGL Partners
Pennsylvania
$6.84M
5
FWM
FFT Wealth Management
Pennsylvania
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
751
Orser Capital Management
Texas
– -$1.11M -20,220 Closed
DIA
752
Davidson Investment Advisors
Montana
– -$1.07M -19,460 Closed
FTS
753
Fifth Third Securities
Ohio
– -$999K -18,189 Closed
TIAM2
754
Tru Independence Asset Management 2
Oregon
– -$588K -10,708 Closed
FA
755
Financial Advisors
Massachusetts
– -$557K -10,150 Closed
OWA
756
Opal Wealth Advisors
New York
– -$516K -9,398 Closed
CFO
757
Custos Family Office
Texas
– -$459K -8,368 Closed
RCG
758
Regatta Capital Group
California
– -$445K -8,099 Closed
BWM
759
BCS Wealth Management
Tennessee
– -$403K -7,342 Closed
ATC
760
Argent Trust Co
Tennessee
– -$402K -7,326 Closed
VIM
761
Vista Investment Management
Pennsylvania
– -$401K -7,300 Closed
FNBT
762
FineMark National Bank & Trust
Florida
– -$400K -7,280 Closed
MPCL
763
My Personal CFO LLC
Washington
– -$384K -7,000 Closed
CAM
764
Crestone Asset Management
Colorado
– -$368K -6,697 Closed
SAM
765
Stone Asset Management
Texas
– -$355K -6,474 Closed
AA
766
Axiom Advisory
California
– -$350K -6,379 Closed
ICG
767
InterOcean Capital Group
Tennessee
– -$339K -6,166 Closed
LCM
768
Leisure Capital Management
California
– -$325K -5,923 Closed
SWPG
769
Strategic Wealth Partners Group
Illinois
– -$318K -5,797 Closed
EFS
770
Essex Financial Services
Connecticut
– -$312K -5,689 Closed
SL
771
SWMG LLC
Texas
– -$304K -5,537 Closed
BCM
772
BTC Capital Management
Iowa
– -$300K -5,465 Closed
RWM
773
Ritholtz Wealth Management
New York
– -$272K -4,949 Closed
VWA
774
V Wealth Advisors
Kansas
– -$261K -4,749 Closed
MKA
775
M. Kulyk & Associates
Georgia
– -$259K -4,708 Closed
29 30
31
32 33